Ryan Gerardy

VAN DIEST CAPITAL

POLK CITY, IA 50226

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CRD#: 6071120

Professional summary

Ryan Gerardy, CFP®, who also goes by Ryan J Gerardy, Ryan Joseph Gerardy, is a registered financial advisor currently at VAN DIEST CAPITAL located in Polk City, Iowa.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ryan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Ryan J Gerardy | Ryan Joseph Gerardy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gerardy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 8, 2026 - Present

VAN DIEST CAPITAL

Office #1: 302 West Broadway Suite 9, Polk City, IA 50226

RIA

CRD#: 334743

POLK CITY, IA

Past

August 30, 2019 - July 9, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

JOHNSTON, IA

Past

August 30, 2019 - July 9, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

JOHNSTON, IA

Past

December 14, 2018 - August 30, 2019

PRINCIPAL ADVISED SERVICES

RIA

CRD#: 297324

DES MOINES, IA

Past

August 4, 2015 - October 17, 2018

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DES MOINES, IA

Past

June 30, 2015 - October 17, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

June 18, 2012 - May 2, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(7/8/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/9/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/2/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/30/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VAN DIEST CAPITAL

VAN DIEST CAPITAL | VAN DIEST CAPITAL, LLC

CRD#: 334743 / SEC#: 801-135478

Iowa

Registered Investment Advisory firm - (3/18/2025 Approved)

Texas

Registered Investment Advisory firm - (1/29/2025 Conditional Restricted)

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Contact information

Main Address

302 West Broadway Suite 9, Polk City, IA 50226

Mailing Address

Po Box 55, Polk City, IA 50226

Phone number

(515) 620-2085

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - VAN DIEST CAPITAL (2/17/2026)

Regulatory assets under management

Total Number of Accounts	985
AUM (Assets Under Management)	$ 144,104,427

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ryan Gerardy

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Gerardy's CRS (Customer Relationship Summary).

Certified licenses

Experience

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

PRINCIPAL ADVISED SERVICES

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2015

Series 63

Date: 7/9/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/2/2016

Series 6

Date: 6/30/2015

Current Firm

VAN DIEST CAPITAL

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VAN DIEST CAPITAL

TRUST BUT VERIFY

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